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AVGO's AI accelerators and networking drive record semiconductor growth, while strong bookings and long-term deals support momentum into fiscal 2027.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

NVIDIA and AMD both beat earnings and both leaned hard into AI infrastructure, but the story of who actually wins from the hyperscaler buildout is more complicated than the headlines suggest.

China’s breakthrough in domestic chipmaking equipment sparked a major semiconductor sell-off, dragging down Advanced Micro Devices, Inc. (NASDAQ:AMD) despite strong fundamentals. An announcement from a manufacturing facility in Shanghai on July 27, 2026, caused a severe summer downturn for the AI semiconductor market. State-supported Shanghai Aishengna reported the production of homegrown immersion deep ultraviolet (DUV) […]

AMD, Broadcom, and Arm just handed investors a rare pullback inside one of the most aggressive AI spending cycles on record. Whether that dip signals a buying opportunity or a warning depends on which risks you think the market is still ignoring.

AMD Stock Surges After Bullish Analyst Sees More AI Upside

Semiconductor stocks just staged one of their sharpest single-day reversals of the year, but the real question is whether the buyers rushing back into Intel, AMD, and Taiwan Semiconductor are riding a genuine recovery or setting themselves up for another painful whipsaw.

NVIDIA just broke a key price floor on its worst week in months, yet one Wall Street analyst is pounding the table harder than ever with a target that would make most bulls blush.

The hyperscalers are trapped in a race where pulling back costs more than pressing forward, and one chipmaker sits at the exact point where their fear turns into revenue.

Demand is not Intel's problem; what a holder is really underwriting is years of capital spending that must be paid long before the foundry meant to justify it can prove itself.

The bank valued Core Scientific’s contracted portfolio at about $23 per share and assigned additional option value to 384 MW of interconnection-backed expansion capacity.

AMD just posted blowback-proof earnings with 37% revenue growth and a 252% surge in free cash flow, yet the stock cratered nearly 20% in a month while its closest rivals barely flinched. One analyst sees a path to 190% gains from here, and the hyperscale commitments backing that call are harder to dismiss than the price action suggests.

Here is how Advanced Micro Devices (AMD) and ams-OSRAM AG Unsponsored ADR (AMSSY) have performed compared to their sector so far this year.

Humana upgraded, Las Vegas Sands downgraded: Wall Street's top analyst calls

Besides Wall Street's top-and-bottom-line estimates for Advanced Micro (AMD), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.

Intel and AMD dominate the server CPU market, but Nvidia seems to be becoming an influential player in this space.

A top Wall Street chip analyst says the semiconductor selloff gripping markets has almost nothing to do with actual supply and demand, and the real reason why comes down to a physical constraint most investors are overlooking.

The selloff turned on a rival's market debut, while binding multiyear contracts now put a minimum volume and a floor price under a defined share of Micron's future revenue.

Nvidia investors were probably hoping for more AI spending from Meta and Microsoft but the shares were still rising Thursday.

According to a Financial Times report, the Situational Awareness hedge fund reportedly told investors it was up 439% through June and viewed the market correction as a buying opportunity.

U.S. stock futures rose, as markets stabilized after reacting sharply to the Fed’s rate meeting Wednesday.

Before you add to your position, understand what the fund's own past says about the extra downside that often comes first.

With investors growing more selective about AI stocks, AMD's August 4 earnings could be a big catalyst for the chip stock.

Despite its solid growth prospects and improving fundamentals, most Wall Street analysts aren’t bullish on Intel stock.

Nine months ago, Core Scientific shareholders turned down real money. They rejected a $9 billion buyout offer from CoreWeave, according to CNBC. Shareholders bet the company was worth more standing alone. On Tuesday, that bet started to look prescient. AMD agreed to lease more than 500 megawatts of ...

Synopsys unveiled autonomous AI chip design workflows with Microsoft and AMD while analysts continue to see substantial upside despite the stock's recent decline.

AMD secured substantial data-center capacity, but the agreement failed to insulate its shares from the global semiconductor selloff.

Wall Street Selloff Deepens as Oil Soars and Fed Decision Looms

Scott Melker breaks down Core Scientific's (CORZ) 15-year, $14 billion infrastructure partnership with AMD (AMD), arguing the deal underscores a major shift: AI infrastructure is proving to be a more lucrative business than bitcoin (BTC-USD) mining. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Chip Stocks Tumble as SK hynix Miss Overshadows AI Demand Strength